Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 26 of 27.
verdara ppp llc
tampa, FL
vesta wealth management, llc
miami beach, FL
vestapoint llc
winter park, FL
vested
weston, FL
victrix investment advisors
stuart, FL
vigil wealth management, llc
ponte vedra beach, FL
vine investment advisors, lp
palm beach gardens, FL
vision one management partners, lp
miami, FL
vizcaya capital partners llc
miami, FL
vizcaya capital, llc
miami, FL
vlb capital
weston, FL
vocap investment partners, llc
vero beach, FL
volatility shares llc
palm beach gardens, FL
voloridge
jupiter, FL
walser wealth management company, a limited liability company
tampa, FL
walsh & associates, llc
sarasota, FL
warren equity partners manager, l.p.
jacksonville beach, FL
washburn capital management inc.
vero beach, FL
water street capital, inc.
jacksonville, FL
waterstone financial advisory llc
Fort Myers, FL
waveslice fund
miami, FL
waypoints financial
sebring, FL
we family offices
coral gables, FL
wealth advisors of tampa bay
tampa, FL
wealth management corporation
tallahassee, FL
wealth pro advisors, inc.
sarasota, FL
wealthgen advisors, llc
sarasota, FL
wealthtrust asset management, llc
destin, FL
weatherford capital management
tampa, FL
weathervane asset management llc
Fort Lauderdale, FL
webull advisors llc
St. Petersburg, FL
welcy capital advisors llc
miami, FL
wells global investment advisers llc
winter haven, FL
west mountain, llc
stuart, FL
wexford capital lp
west palm beach, FL
whalerock point partners, llc
west palm beach, FL
white oaks investment management, inc
sarasota, FL
white wolf capital advisors, llc
miami, FL
whitestar advisors, llc
boca raton, FL
william raveis - moran wealth management, llc
naples, FL
williams wealth management group, inc.
bradenton, FL
willis asset finance management llc
coconut creek, FL
win advisors, inc
palm beach gardens, FL
windward management lp
miami beach, FL
winning points advisors, l.l.c.
boca raton, FL
wisdom financial planning
tampa, FL
wisdom planning group
orlando, FL
wlt partners
miami, FL
Frequently Asked Questions
How much does a financial advisor cost in Florida?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.